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Elemental Capital Partners LLC

Portfolio Manager
Elemental Capital Partners LLC
Performance
+26.40% (2026 Q1)
AUM (13F)
$234.85M
# of Holdings
12
Performance Rank
Allocation (Top 20)
100%

Elemental Capital Partners LLC Holdings Map

Top 12 Elemental Capital Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BE
BLOOM ENERGY CORP
63.89%1.11M$150.0M
-5.58%(-65.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.20M shares2025-Q4: 1.17M shares2026-Q1: 1.11M shares
$16.38(+1668.45%)
2026-03-31
INDI
INDIE SEMICONDUCTOR INC
17.34%12.64M$40.7M
+60.00%(+4.74M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 7.61M shares2025-Q4: 7.90M shares2026-Q1: 12.64M shares
$3.71(+21.67%)
2026-03-31
CRDO
CREDO TECHNOLOGY GROUP HOLDI
9.34%233.6K$21.9M
+21.52%(+41.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 135.2K shares2025-Q4: 192.2K shares2026-Q1: 233.6K shares
$84.75(+123.42%)
2026-03-31
LRCX
LAM RESEARCH CORP
5.23%57.5K$12.3M
+12.05%(+6.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 48.5K shares2025-Q4: 51.3K shares2026-Q1: 57.5K shares
$93.03(+217.58%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.95%26.3K$4.6M
+2.92%(+746)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 24.1K shares2025-Q4: 25.5K shares2026-Q1: 26.3K shares
$132.45(+70.50%)
2026-03-31
AEP
AMERICAN ELEC PWR CO INC
0.48%8.6K$1.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 8.6K shares
$123.19(+3.86%)
2026-03-31
ARCC
ARES CAPITAL CORP
0.41%53.6K$967Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 53.6K shares
$19.13(-1.80%)
2026-03-31
ET
ENERGY TRANSFER L P
0.4%48.4K$935Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 48.4K shares
$17.89(+12.32%)
2026-03-31
KHC
KRAFT HEINZ CO
0.36%37.6K$845Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 37.6K shares
$23.37(-0.81%)
2026-03-31
VZ
VERIZON COMMUNICATIONS INC
0.24%11.4K$571Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 11.4K shares
$45.47(+3.84%)
2026-03-31

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